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1,371 hedge funds and large institutions have $34.7B invested in Cummins in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 436 increasing their positions, 580 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more funds holding in top 10

Funds holding in top 10: 718 (+11)

20% more capital invested

Capital invested by funds: $28.9B → $34.7B (+$5.81B)

16% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 130

0% more funds holding

Funds holding: 1,3661,371 (+5)

7% less call options, than puts

Call options by funds: $413M | Put options by funds: $442M

1.98% less ownership

Funds ownership: 85.01%83.04% (-2%)

25% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 580

Holders
1,371
Holders Change
+5
Holders Change %
+0.37%
% of All Funds
19.75%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.26%
New
151
Increased
436
Reduced
580
Closed
130
Calls
$413M
Puts
$442M
Net Calls
-$29.3M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
901
Geller Advisors
New York
$460K +$2.58K +10 +0.6%
EH
902
Equitable Holdings
New York
$459K -$122K -475 -23%
BA
903
Ballast Advisors
Minnesota
$459K -$95.9K -372 -19%
WA
904
Wealth Alliance
New York
$458K +$1.8K +7 +0.5%
KAS
905
KPP Advisory Services
Kentucky
$457K -$2.06K -8 -0.5%
TLFA
906
True Link Financial Advisors
California
$453K +$397K +1,539 New
FMP
907
Financial Management Professionals
Texas
$453K -$23.2K -90 -6%
WAM
908
Wallington Asset Management
Indiana
$450K +$32.5K +126 +9%
DP
909
Dearborn Partners
Illinois
$449K
FFN
910
Focus Financial Network
Minnesota
$445K -$973K -3,776 -71%
CBB
911
Citizens Business Bank
California
$444K +$515 +2 +0.1%
GL
912
Graypoint LLC
New York
$444K +$64.7K +251 +20%
PB
913
Pinnacle Bancorp
Nebraska
$443K
EM
914
Excalibur Management
Massachusetts
$442K +$515 +2 +0.1%
NF
915
Norwood Financial
Pennsylvania
$442K +$18.3K +71 +5%
KIA
916
Knollwood Investment Advisory
Maryland
$442K
SW
917
SkyOak Wealth
Michigan
$442K
SLA
918
Silver Lake Advisory
Utah
$441K +$386K +1,496 New
Koshinski Asset Management
919
Koshinski Asset Management
Illinois
$441K +$144K +558 +59%
MWM
920
Modera Wealth Management
New Jersey
$439K -$18.6K -72 -5%
BCP
921
Blue Chip Partners
Michigan
$438K +$79.1K +307 +26%
BMCM
922
Burns Matteson Capital Management
New York
$436K +$382K +1,481 New
WT
923
Washington Trust
Rhode Island
$433K
CI
924
Cigna Investments
Connecticut
$432K -$7.73K -30 -2%
ZIM
925
Zacks Investment Management
Illinois
$428K +$39.4K +153 +12%

CMI Hedge Fund Activity: Q1 2024 in Review

1,371 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2024, worth a combined $34.7B — up 20% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new CMI positions and 130 closed out — a net gain of 21 holders — while 436 added to existing stakes and 580 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $374M. The largest seller was Morgan Stanley, cutting an estimated $539M.

  • 1,371 institutional investors held Cummins (CMI) as of Q1 2024, up from 1,366 in Q4 2023.
  • Funds reported $34.7B of Cummins stock for Q1 2024, up 20% quarter-over-quarter.
  • 151 funds opened new Cummins positions in Q1 2024 and 130 closed out, a net change of +21 holders.
  • The largest Cummins buyer in Q1 2024 was Pacer Advisors, an estimated $374M added.
  • The largest Cummins seller in Q1 2024 was Morgan Stanley, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2024.